DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Shuster Advisory Group, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael David Carlos Gonzalez | Equitable Advisors, LLC national BD | Shuster Advisory Group, LLC institutional | Other | Apr 21, 2026 | May 18, 2026 |
| Benny Tran | Kobo Wealth Conservancy independent RIA | Shuster Advisory Group, LLC institutional | Other | Dec 11, 2025 | Mar 25, 2022 |
| Cristopher Jon Borden | Daniel Investment Associates, LLC independent RIA | Shuster Advisory Group, LLC other | Other | Feb 18, 2021 | Apr 4, 2016 |
| Mark Shuster | The Sterling Group independent RIA | Shuster Advisory Group, LLC other | Other | Aug 31, 2020 | Jan 29, 2015 |
| Nathan Edwin Gierke | Equitable Advisors, LLC national BD | Shuster Advisory Group, LLC other | Other | Jan 9, 2020 | Oct 28, 2015 |
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5 moves match.